Displaying 621 results
Ascensus buying Vanguard small-business retirement offerings
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
Crypto fans mount #BoycottVanguard campaign
The fund company sparked an uproar with its refusal to offer the new spot bitcoin ETFs on its platform.
Fidelity aims to make its mark in ETF market
The fund company is seeking a government waiver allowing its actively managed mutual funds to also operate as exchange-traded funds, a concept Vanguard pioneered.
All Schwab’s bond ETFs now cost just 3 basis points
The company is cutting fees on two fixed-income exchange-traded funds.
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.
Ex-Vanguard CEO joins venture capital firm to guide investments in advisor fintech
McNabb believes there is still lots of opportunity for technology to help advisors become more efficient and serve clients better.
DFA request for ETF share classes marks tipping point for legacy fund companies
The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.
Quakers divesting $17 million from Vanguard over climate change
Earth Quaker Action Team is planning to announce the withdrawals this week at Vanguard's headquarters.
Vanguard CEO Buckley tiptoes around ESG, embraces AI
'ESG funds are not the next great innovation,’ Tim Buckley said at an Investment Company Institute conference. 'They’re a client preference, and we need to treat it as such.'
Vanguard’s efforts to navigate climate activism get messy
Four months after exiting the Net Zero Asset Managers initiative, Vanguard is being depicted as a company doing nothing about climate change.
American Funds gets the trophy at Lipper Awards
In the economic aftermath of the pandemic, some strategies performed better than others.
Drop in housing market has retirees seeking shelter
While home prices have cooled in response to rising mortgage rates, there's still decent money to be made by retirees willing to employ a 'retire and relocate' strategy.
TIAA adds industry veterans to retirement solutions team
TIAA announced the hiring of Shamila Rajaratnam from the Vanguard Group and Jim Mullery from Prudential to round out its retirement solutions leadership team.
Vanguard’s tax-busting fund design may face competition
PGIA has filed to replicate Vanguard’s model, which if approved, could potentially apply to 20 products with about $100 billion spread across the mutual fund issuer's 5 US subsidiaries.
Finding potential upside in markets and the economy
Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.
Vanguard’s efforts to navigate politics of ESG could be blueprint for others
Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.
Vanguard to launch municipal bond index ETF
The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.
Big Three’s grip on ETF market continues to slip
Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.
Vanguard pulls out of climate-finance alliance
The asset manager said it is withdrawing from the Net Zero Asset Managers initiative in a move to maintain the freedom not to restrict its investment options.
GOP senators amping up efforts to rein in BlackRock, State Street, Vanguard on ESG issues
Report says the asset managers are using their stakes in public companies to cast proxy votes that favor a ‘liberal political agenda.’
